Bogart Wealth LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bogart Wealth LLC’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.3K	Hold	278	–	–	﹤0.01%	527
2026 Q1	$43.1K	Hold	278	–	–	﹤0.01%	527
2025 Q4	$46.7K	Hold	278	–	–	﹤0.01%	485
2025 Q3	$45.7K	Hold	278	–	–	﹤0.01%	479
2025 Q2	$41.8K	Buy	278 +100	+56%	+$13.6K	﹤0.01%	476
2025 Q1	$22.6K	Hold	178	–	–	﹤0.01%	564
2024 Q4	$24.8K	Hold	178	–	–	﹤0.01%	541
2024 Q3	$23.5K	Buy	178 +121	+212%	+$15.4K	﹤0.01%	529
2024 Q2	$7.27K	Buy	57 +7	+14%	+$835	﹤0.01%	715
2024 Q1	$5.86K	Hold	50	–	–	﹤0.01%	737
2023 Q4	$5.21K	Hold	50	–	–	﹤0.01%	739
2023 Q3	$4.74K	Hold	50	–	–	﹤0.01%	726
2023 Q2	$4.88K	Hold	50	–	–	﹤0.01%	712
2023 Q1	$4.44K	Hold	50	–	–	﹤0.01%	741
2022 Q4	$4.08K	Hold	50	–	–	﹤0.01%	702
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	727
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	679
2022 Q1	$5K	Sell	50 -32	-39%	-$3.32K	﹤0.01%	577
2021 Q4	$9K	Buy	+82	New	+$9.14K	﹤0.01%	490

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bogart Wealth LLC's IUSG Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 278 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Bogart Wealth LLC first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bogart Wealth LLC held 278 shares of iShares Core S&P US Growth ETF worth $52.3K as of Q2 2026.
Bogart Wealth LLC left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #527 holding.
Bogart Wealth LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.